In this video, Timothy D. Welsh, president, CEO and founder of Nexus Strategy, sits down with Akshay Singh, president and CEO, Indyfin, to discuss the impact of a recent SEC ruling that enables advisors to collect digital testimonials from clients.
Tim and Akshay discuss:
- The market focus of Indyfin.
- How the game will change in prospecting for clients in light of the new SEC marketing rule.
- The concept of zero marketing and how an advisor’s role will evolve in the near future.
- What the disconnect is with compliance and its lack of focus on the SEC marketing rule. Is there any clearer path for compliance to get on board?
- The emotional impact and connection that clients and advisors need to feel in order to become comfortable with one another.
See more of our coverage from Jolt! 2022.
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